Nonprofit · EIN 35-2024449
THE YELLOW BIRCH CHARITABLE TRUST
Tax-exempt · INDIANAPOLIS, IN 46219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $25,243 | $46,366 | -$21,123 | $362,155 | $0 | $362,155 |
| December 31, 2024 | 990-PF | $134,876 | $40,000 | $94,876 | $383,280 | $0 | $383,280 |
| December 31, 2023 | 990-PF | $51,517 | $21,041 | $30,476 | $267,678 | $0 | $267,678 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $13,500
- Dividends
- $3,743
- Interest
- $967
- Net gain from sales of assets
- $5,235
- Other income
- $1,798
Expenses
- Grants and similar amounts paid
- $42,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $46,366
- Excise tax on investment income
- $30
Balance sheet and other
- Total assets, start of year
- $383,280
- Total assets, end of year
- $362,155
- Total liabilities, end of year
- $0
- Net assets, end of year
- $362,155
- Fair market value of assets
- $888,734
- Qualifying distributions
- $46,366
- Net investment income
- $6,508
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Courtney Hess 318 Campbell Ave, Indianapolis, IN 46219 | Trustee | 1 | $0 |
| Aletha Stahl 128 Blackhawk Lane, West Lafayette, IN 47906 | Trustee | 1 | $0 |
| Jim Sizelove 1658 Roundbarn Road, Richmond, IN 47374 | Trustee | 1 | $0 |
| Eric Unzicker 99c Sibley Road, Santa Fe, NM 87505 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Courtney Hess 318 Campbell Ave, Indianapolis, IN 46219 | Trustee | 1 | $0 |
| Aletha Stahl 128 Blackhawk Lane, West Lafayette, IN 47906 | Trustee | 1 | $0 |
| Jim Sizelove 1658 Roundbarn Road, Richmond, IN 47374 | Trustee | 1 | $0 |
| Eric Unzicker 99c Sibley Road, Santa Fe, NM 87505 | Trustee | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Courtney Hess 318 Campbell Ave, Indianapolis, IN 46219 | Trustee | 1 | $0 |
| Aletha Stahl 128 Blackhawk Lane, West Lafayette, IN 47906 | Trustee | 1 | $0 |
| Jim Sizelove 1658 Roundbarn Road, Richmond, IN 47374 | Trustee | 1 | $0 |
| Eric Unzicker 99c Sibley Road, Santa Fe, NM 87505 | Trustee | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 318 CAMPBELL AVE, INDIANAPOLIS, IN 46219-6010
- In care of
- % COURTNEY HESS
- Signed the 990-PF
- Courtney Hess, Trustee
- Phone
- (765) 969-6835
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-2024449
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30Z)
- Assets (IRS master file)
- $362,155
- Income (IRS master file)
- $191,862
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $25,243 | $46,366 | $362,155 | IRS |
| 990-PF | December 2024 | $134,876 | $40,000 | $383,280 | XML |
| 990-PF | December 2023 | $51,517 | $21,041 | $267,678 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-2024449).
Questions about THE YELLOW BIRCH CHARITABLE TRUST
- What is the EIN of THE YELLOW BIRCH CHARITABLE TRUST?
- The employer identification number (EIN) of THE YELLOW BIRCH CHARITABLE TRUST is 35-2024449.
- Is THE YELLOW BIRCH CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to THE YELLOW BIRCH CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE YELLOW BIRCH CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE YELLOW BIRCH CHARITABLE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE YELLOW BIRCH CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of THE YELLOW BIRCH CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does THE YELLOW BIRCH CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $25,243, expenses of $46,366 and total assets of $362,155 at year end.
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